Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
382685269
SEC advisor number
801-28092
FINRA CRD number
110767
AUM ?
$4.02 bn
(as of 13 Mar 24)
Accounts
14,038
(as of 13 Mar 24)
Employees
54
(29 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22